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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,195 | $102,422+35.9% | $147,117-5.4% | $80,959+71.9% |
| Participation rate | 81.3% | 75.9%+5.4pp | 82.2%-0.9pp | 67.7%+13.6pp |
| Annual return | 14.11% | 135.16%-121.0pp | 420.54%-406.4pp | 35.67%-21.6pp |
| Employer contribution / active EE | $1,411 | $3,717-62.1% | $4,932-71.4% | $2,757-48.8% |
| Participant deferral / active EE | $8,729 | $6,652+31.2% | $8,065+8.2% | $4,300+103.0% |
| Admin fee / account holder | $14,870 | $7,953+87.0% | $12,993+14.5% | $6,925+114.7% |